Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.
Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top ESG Fund Managers' Favourite Global Shares
| FUND BEST IDEAS: GLOBAL SUSTAINABLE | |
| 2/4/2024 | No. Funds |
| Microsoft Corp | 11 |
| Alphabet Inc Class A | 6 (-1) |
| NVIDIA Corp | 6 (+2) |
| Schneider Electric SE | 5 (+1) |
| Linde PLC | 4 |
| Taiwan Semiconductor Manufacturing Co Ltd | 4 (+1) |
| Apple Inc | 3 |
| Mastercard Inc Class A | 3 |
| Novo Nordisk A/S Class B | 3 |
| Visa Inc Class A | 3 (-1) |
| Elevance Health Inc | 2 (+1) |
| Icon PLC | 2 (NEW) |
| L'Oreal SA | 2 |
| Prysmian SpA | 2 (NEW) |
| PTC Inc | 2 (NEW) |
| Thermo Fisher Scientific Inc | 2 (+1) |
| Xylem Inc | 2 |
| Aalberts NV | 1 |
| Accenture PLC Class A | 1 |
| Adobe Inc | 1 |
| Air Liquide SA | 1 |
| Alcon Inc | 1 (NEW) |
| Amazon.com Inc | 1 |
| Applied Materials Inc | 1 |
| ASML Holding NV | 1 (NEW) |
| AstraZeneca PLC | 1 |
| Atlas Copco AB Class B | 1 |
| Bank of America Corp | 1 |
| Cadence Design Systems Inc | 1 (NEW) |
| Church & Dwight Co Inc | 1 |
| Clean Harbors Inc | 1 (NEW) |
| Compagnie de Saint-Gobain SA | 1 (NEW) |
| Compagnie Financiere Richemont SA Class A | 1 |
| Danaher Corp | 1 (NEW) |
| Danone SA | 1 |
| Eaton Corp PLC | 1 |
| Essilorluxottica | 1 |
| Fresenius Medical Care AG & Co. KGaA | 1 |
| Hitachi Ltd | 1 |
| Illumina Inc | 1 (NEW) |
| Intuitive Surgical Inc | 1 (NEW) |
| KDDI Corp | 1 |
| Keyence Corp | 1 (NEW) |
| MercadoLibre Inc | 1 |
| Nestle SA | 1 |
| Novartis AG Registered Shares | 1 |
| Pentair PLC | 1 |
| RELX PLC | 1 (-1) |
| Republic Services Inc | 1 |
| Roche Holding AG | 1 |
| Roche Holding AG Dividend Right Cert. | 1 |
| Spotify Technology SA | 1 (NEW) |
| SSE PLC | 1 |
| Stericycle Inc | 1 |
| Stryker Corp | 1 |
| Synopsys Inc | 1 (-1) |
| UBS Group AG | 1 |
| Waste Connections Inc | 1 (NEW) |
| Waste Management Inc | 1 |
| Westinghouse Air Brake Technologies Corp | 1 |
source: Morningstar
*based on top 5 holdings
